Jabil vs Pinterest
This page compares Jabil and Pinterest, examining their business models, financial performance, and market context to help readers understand how the two companies position themselves in the market. Educational content, not financial advice.
This page compares Jabil and Pinterest, examining their business models, financial performance, and market context to help readers understand how the two companies position themselves in the market. E...
Why It's Moving
Jabil stock surges ahead of earnings as insider sales grab spotlight amid AI-fueled optimism.
- Executive Chairman Mark Mondello sold small blocks of shares on December 1 under a pre-set Rule 10b5-1 plan at $208-$213, a routine move that hasn't dampened momentum.
- Analysts project Q1 revenue up 14.6% to $8.01B, highlighting Jabil's strong positioning in exploding AI server and modular data center demand.
- Stock boasts attractive PEG ratio of 1.39 versus industry 1.02, with recent 7.3% weekly gain reflecting confidence in high-margin growth areas like cloud and 5G.
Jabil stock surges ahead of earnings as insider sales grab spotlight amid AI-fueled optimism.
- Executive Chairman Mark Mondello sold small blocks of shares on December 1 under a pre-set Rule 10b5-1 plan at $208-$213, a routine move that hasn't dampened momentum.
- Analysts project Q1 revenue up 14.6% to $8.01B, highlighting Jabil's strong positioning in exploding AI server and modular data center demand.
- Stock boasts attractive PEG ratio of 1.39 versus industry 1.02, with recent 7.3% weekly gain reflecting confidence in high-margin growth areas like cloud and 5G.
Which Baskets Do They Appear In?
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Explore BasketApple Onshoring Investment Theme Overview
Apple is investing $2.5 billion in its partner Corning to produce all iPhone and Apple Watch glass in the United States. This move highlights a growing trend of major corporations bringing manufacturing back to the U.S., creating opportunities for domestic high-tech suppliers.
Published: September 15, 2025
Explore BasketPowering The iPhone: Apple's Supply Chain
Following Apple's record-breaking revenue announcement, there's a clear investment opportunity in the companies that form its extensive global supply chain. This theme focuses on the key suppliers of components for the iPhone and Mac, who are poised to benefit from the tech giant's continued growth and production demands.
Published: August 3, 2025
Explore BasketWhich Baskets Do They Appear In?
Supply Chain Reshoring Investment Theme Explained
In response to Chinese export controls, the US announced a 100% tariff on all Chinese imports, escalating the trade war. This creates a potential investment opportunity in American companies poised to benefit from the reshoring of manufacturing and supply chains.
Published: October 11, 2025
Explore BasketApple Onshoring Investment Theme Overview
Apple is investing $2.5 billion in its partner Corning to produce all iPhone and Apple Watch glass in the United States. This move highlights a growing trend of major corporations bringing manufacturing back to the U.S., creating opportunities for domestic high-tech suppliers.
Published: September 15, 2025
Explore BasketPowering The iPhone: Apple's Supply Chain
Following Apple's record-breaking revenue announcement, there's a clear investment opportunity in the companies that form its extensive global supply chain. This theme focuses on the key suppliers of components for the iPhone and Mac, who are poised to benefit from the tech giant's continued growth and production demands.
Published: August 3, 2025
Explore BasketPowering The iPhone: Apple's Supply Chain Partners
Apple's recent record-breaking revenue highlights the success of its strategic supply chain diversification. This creates a compelling investment opportunity in the key component and manufacturing partners that are essential to Apple's production ecosystem.
Published: August 1, 2025
Explore BasketApple's New Operations Era
With supply chain veteran Sabih Khan stepping up as Apple's new COO, the tech giant is doubling down on operational excellence. This carefully curated collection features companies essential to Apple's global production pipeline, selected by expert analysts for their potential to benefit from this strategic leadership transition.
Published: July 9, 2025
Explore BasketSupply Chain Chokepoints
These companies control essential, non-replicable parts of global production that entire industries depend on. Carefully selected by our analysts, this collection features businesses with unique monopoly-like positions that give them exceptional pricing power and hard-to-beat competitive advantages.
Published: June 17, 2025
Explore BasketInvestment Analysis
Jabil
JBL
Pros
- Jabil reported fiscal Q4 2025 earnings surpassing forecasts with $8.3 billion revenue and $3.29 EPS, driven by strong AI-related demand.
- The company announced growth with a 25% projected increase in AI-related revenue for fiscal 2026 and a new AI manufacturing facility in North Carolina.
- Jabil has a diversified portfolio and strategic regional manufacturing shifts enhancing its competitive positioning and operational margins.
Considerations
- Despite strong Q4 results, Jabil's stock price dropped over 7% pre-market, reflecting investor caution amid broader market volatility.
- The company’s net income decreased by approximately 52.67% in 2025 despite revenue growth, indicating profitability challenges.
- Jabil’s current stock valuation appears stretched, trading above its fair value with a P/E ratio over 35, which could limit near-term upside.
PINS
Pros
- Pinterest has been focusing on enhancing user engagement through AI-powered features, aiming at better content personalization.
- The platform benefits from its unique position in social media focused on visual discovery and shopping, supporting monetization growth.
- Pinterest has been expanding advertising products and partnerships to diversify revenue streams beyond traditional ads.
Considerations
- Pinterest faces intense competition from larger social media platforms which limits its user growth and ad revenue potential.
- The company’s revenue growth has been uneven with concerns about balancing user growth and effective monetization.
- Pinterest’s stock has shown volatility amid broader tech market headwinds, raising questions about sustained profitability and growth trajectory.
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